Record Overview

Overview

Within the HighTide platform, many records can exist on a Record Type. Due to the customization of HighTide, each record can have different actions available. This section will cover all of the available options when viewing a record.

Record Overview

After navigating to a record on a Record Type, any fields that are configured to Quick View will be displayed at the top of the record page. In addition, by default, when you navigate to a record the Overview tab will be displayed which displays the Field Groups as well as each Field.

On the left-hand side, all available fields for the record will be displayed within their field groups. 

On the right-hand side, Gifts will be displayed. If the record you are viewing has been enabled for gift processing you will see a list of the gifts as well as the ability to add a gift directly to that record. 

Any connections that the record has will also be displayed and users can then filter each connection by utilizing the filter button. By default, All Connections will be displayed. 

Connections can also be managed easily within the record view. Users can edit, delete, and add connections easily. To edit a connection, the user will click below the name on the Record Type name, in this example Person.  After doing so, a side drawer will appear allowing the user to to make any edits and then save.

You can add new Connections utilizing the Add Connection button which will display all available connection options for the user. After the user picks the connection they would like to add, a side drawer will appear allowing the user to add the connection. 

To delete a connection, the user will hover over the connection they wish to delete and a red trash can will appear to the right. After clicking to delete the connection, the user will be prompted to confirm the deletion. 

If the record you are viewing has Notes, Tasks, and Files enabled, the user will be able to view, edit, or create/attach additional notes, tasks or files from the Overview page.

Under Files you will see all attached files as well as have the ability to add additional files.  

When you click Add Files, a popup will appear allowing you to attach files utilizing various options. 

Under Notes, you will see all Notes as well as have the ability to edit existing notes or add a new note. 

Add a Note:

Once you click Add Note, the side drawer will appear allowing the user to add a note.

Select a Note:

A major benefit of Notes within the HighTide platform is the ability to attach any record to a Note. This allows for vital information to be stored throughout the platform and easily accessible for all users. In the side drawer, you can select Add Connection, which allows you to choose any record type in your system and then the specific record you wish to attach. In addition, files can be attached directly to the note. This is different than attaching a file to a record, which is attached to that record; the files attached to a Note are only available on that specific note and to those the note is attached to.

Under Tasks you will see all Tasks as well as have the ability to edit existing tasks or add a new task.

Adding a Task:

Viewing an existing Task:

After you select the specific task you would like to edit it will display in the side drawer. 

Just like Notes, you have the ability to connect any record within your HighTide platform to a Task. This is a major advantage because it allows you to organize your work and keep track of your tasks for specific records at all times. In addition, files can also be attached directly to the task. 

On a record page, there is also a reports tab. This page shows data that is specific to the record you are viewing.